Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Leigh Seely is a financial advisor with Waterloo Capital, a Registered Investment Advisor (RIA) based in Austin, Texas. Sara has been in the industry since 2001. Sara is a Chartered Financial Analyst (CFA) and has a Series 7 and Series 66 licenses. In addition to her work with Waterloo Capital, Sara serves on the investment committees of several organizations including Hospice Austin Fund, the Austin Committee Foundation, and Planned Parenthood Greater Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
10/03/2022 - Present
Waterloo Capital (AUSTIN TX)
NY
12/13/2001 - 10/04/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 02/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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